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Email Endpoints are available in PhixFlow version 11.3+
What is an Email Endpoint?
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How does an Email Endpoint work?
- An Email Account(s) must be set up in your application to receive incoming emails
- The email account setup should be:
- Type: choose Inbound
- On Email Received: choose Trigger an email endpoint actionflow
- Email Endpoint Action: choose your
Insert excerpt _email_endpoint _email_endpoint nopanel true
- The email account setup should be:
- If the emails are to be saved, a
must be created with appropriate attributes for the incoming emails, e.g. id, from, to, cc, subject, body, folderIdInsert excerpt _tables _tables nopanel true - To allow PhixFlow to save attachments, a
must be createdInsert excerpt _tableFile _tableFile name icon nopanel true - The above Table and File Table must be related, see Relationship
- Upon receiving an email, the
will run and perform the action(s) as specified with the Email Endpoint Actionflow, such as saving each incoming email as a record in a tableInsert excerpt _email_endpoint _email_endpoint nopanel true - If saving to a table, each received email saves as a seperate record
Creating an Email Endpoint
Email endpoints must be made using the specific option on the
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- Create a new
on theInsert excerpt _email_endpoint _email_endpoint nopanel true
homepage using the optionInsert excerpt _actionflow _actionflow nopanel true - Set a unique name and provide a useful descriptionThe Email Endpoint
- Configure the endpoint to perform the required tasks on receiving of incoming emails, for example, save all records to a
Insert excerpt _tables _tables nopanel true - Note: Email Endpoints cannot contain
actionsInsert excerpt _action_screen _action_screen nopanel true
- Note: Email Endpoints cannot contain
Saving Attachments
Attachments can be saved in a seperate
. Insert excerpt _tableFile _tableFile name icon nopanel true
- Click
will open in the Actionflow toolbar to open the settings for the Email Endpoint on the right - forInsert excerpt _property_settings _property_settings nopanel true - For the full Properties list,
In the Basic Settings, in the Save Attachments to field, set the
that incoming email attachments should be saved toInsert excerpt _tableFile _tableFile nopanel true - Create a new
by clicking theInsert excerpt _tableFile _tableFile nopanel true
icon or choose an existing table using theInsert excerpt _add_icon _add_icon nopanel true
icon or selecting from the drop down list.Insert excerpt _tableFile _tableFile name icon nopanel true - When creating a
to save attachments to, a folderId attribute is automatically createdInsert excerpt _tableFile _tableFile nopanel true - This attribute will also populate on the
where the email records are saved to for each email received and is used to link the attachment(s) saved in theInsert excerpt _tables _tables nopanel true
to the email fields (e.g. id, from, to, cc, subject, body, folderId) saved in theInsert excerpt _tableFile _tableFile nopanel true Insert excerpt _tables _tables nopanel true
- This attribute will also populate on the
- Create a new
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If the Email Endpoint fails, any incoming attachments will still be saved to the specified If no location is specified in the Save Attachments to field, attachments will not be saved. |
Displaying Emails
Worked Example
Coming Soon.
If you require further support on this topic, please contact PhixFlow Support via the
ChatBot, available in Image Modified Design Mode from the system controls in the top right of PhixFlow. Insert excerpt _chat_bot _chat_bot nopanel true
On this page
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